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BMBCX vs JAARX
BMBCX vs JAARX Comparison Chart in %
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BMBCX vs. JAARX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BMBCX is a Hold and JAARX is a Hold.
FUNDAMENTALS
Fundamentals
BMBCX has more cash in the bank: 8.2B vs. JAARX (1.44B). JAARX pays higher dividends than BMBCX: JAARX (1.88) vs BMBCX (1.27). BMBCX was incepted earlier than JAARX: BMBCX (11 years) vs JAARX (14 years). BMBCX (1.89) is less costly to investors than JAARX (1.44). BMBCX is a more actively managed with annual turnover of: 242.00 vs. JAARX (33.00). BMBCX has a lower initial minimum investment than JAARX: BMBCX (1000) vs JAARX (1000000). JAARX annual gain was more profitable for investors over the last year : 7.47 vs. BMBCX (3.28). JAARX return over 5 years is better than : 24.21 vs. BMBCX (15.92).
| BMBCX | JAARX | BMBCX / JAARX | |
| Total Expense Ratio | 1.89 | 1.29 | 147% |
| Annual Report Gross Expense Ratio | 1.89 | 1.44 | 131% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 1.071 | 2.282 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.2B | 1.44B | 568% |
| Annual Yield % from dividends | 1.27 | 1.88 | 68% |
| Returns for 1 year | 3.28 | 7.47 | 44% |
| Returns for 3 years | 17.16 | 21.55 | 80% |
| Returns for 5 years | 15.92 | 24.21 | 66% |
| Returns for 10 years | 27.45 | 55.86 | 49% |